Missing information
Rows with missing vendor, invoice number, date, currency, or total values remain visible for source review.
Product documentation
Invoice data extraction from PDF to Excel for bookkeepers.
Invoice Table is invoice data extraction software for independent bookkeepers and small firms. It turns supported digital invoice PDFs, images, and text files into editable rows, flags records that need attention, and creates Excel, CSV, or JSON exports after human review.
Published by AI Discovery Group. Last updated October 11, 2026.
What is invoice data extraction software?
Invoice data extraction software converts invoice content into structured fields such as vendor, invoice number, invoice date, due date, currency, subtotal, tax, and total. Invoice Table adds a review layer for bookkeepers: it keeps the source filename beside each row and makes missing fields, invalid dates, arithmetic mismatches, possible duplicates, and currency boundaries visible before export.
How do I convert invoice PDFs to Excel?
Use the free browser workspace to choose invoice files, check the batch, review each row against its source, and export a formatted workbook. The workflow keeps extraction and review separate so a readable value is not mistaken for a verified value.
- Choose files. Add up to five supported PDF, PNG, JPG, TXT, Markdown, or CSV documents to the free browser workspace.
- Check the batch. Invoice Table extracts common fields and runs date, arithmetic, duplicate, and completeness checks.
- Review the rows. Compare every value with the named source file and correct flagged fields.
- Export locally. Download a formatted XLSX workbook, generic CSV, or JSON file.
What does Invoice Table check?
Invoice Table checks whether common invoice fields are present, whether dates are valid, whether subtotal plus tax matches the total, whether records share a likely duplicate key, and whether each row is eligible for an accounting-style export. A check confirms internal consistency only; it does not prove that an invoice is legitimate.
Arithmetic and dates
Subtotal-plus-tax mismatches and invalid dates are identified before export.
Possible duplicates
Matching invoice identifiers and vendors are flagged so a person can compare the source documents.
Supported inputs and exports
| Stage | Formats | Important note |
|---|---|---|
| Browser input | Digital PDF, supported PNG and JPG images, TXT, Markdown, CSV, pasted text | Scanned-PDF page OCR is not supported. Image results vary by quality and English-layout coverage. |
| Browser export | XLSX, CSV, JSON | Review every row against its source before use. |
| Hosted assistant input | Invoice text or structured records supplied in the tool request | The hosted MCP tools do not read files from the user's computer. |
| Hosted assistant output | Structured review data and spreadsheet-safe CSV text | Invalid and possible duplicate rows remain visible for review. |
Can I extract invoice data through an assistant?
Invoice Table includes hosted MCP tools for invoice text and structured records. Open the invoice MCP server status and connection guide for the endpoint, tool boundaries, and current ChatGPT, Claude, and Manus availability. Use the browser workspace when source files should stay on the device.
What Invoice Table does not do
Invoice Table does not perform scanned-PDF page OCR, approve invoices, initiate payments, post transactions into QuickBooks or Xero, or provide bookkeeping, accounting, tax, audit, legal, or payment advice. English-layout coverage is the current focus. It prepares review material, and the user remains responsible for verifying source documents, corrections, exports, and decisions made from the output.
Common questions
Are invoice files uploaded?
Files selected in the free browser workspace are processed on the device and are not sent to Invoice Table. Hosted assistant tools process only the invoice text or structured records sent in the tool request.
Can I combine totals from different currencies?
No. Invoice Table keeps totals separated by currency. Combining unlike currencies would make a batch total misleading.
Can I export rows that need review?
The review workbook and generic exports preserve flagged rows so you can correct them. Invalid and possible duplicate rows should remain out of accounting-style exports until a person resolves them.